Investment Q&A

Q: Could I have your thoughts on Archer-Daniels-Midland and if you would consider current levels to be an acceptable entry point .
Thanks

Q: Hi Guys.

Looking to buy Raytheon on the setback but would prefer to buy the CDN Canadian Depository Receipt version. I just wonder if the CDR is too thinly traded to be "safe".

I own the CDR of Alphabet but it trades thousands of shares each day. The CDR of RTX sometimes trades no shares in a day so I don't even know where my bid should be to match the US version.

Are my fears real and any strategy to use to buy the CDN CDR or should I just but it on the NYSE?

Thanks so much

Stuart

Q: What’s going on with Stryker, it’s on a significant downward trend?

Q: Klaviyo Inc
NYSE: KVYO

What's your opinion on this company? Another boom & bust?

Thank you.

Q: I think there may be some confusion about my previous question re VFV and also a question posed by umedali.
I may have misunderstand, but you seem to imply that VFV would undergo double taxation (withholding) because it is an etf that holds another etf. Is that what you mean by a “second level” of tax?
I am not sure this is correct. The etf being held by VFV would be U.S. domiciled, which would not be subject to tax on the dividends it receives from U.S. companies. However, VFV, being Canadian, would be subject to tax on the flow through of dividends to it from the underlying etf. Then, after this, the dividends should flow through to a Canadian holder without further tax, since it is from a Canadian listed etf. So only one round of taxation. Unfortunately, they call it “level 2” taxation in that link you provided, which is about the most ambiguous label they could have possibly come up with.
As far as I can tell, double taxation would only come into play if the underlying etf held by VFV itself held foreign securities (ex European stocks).
Apologize if I’ve got this all wrong, it’s not very clear on the Vanguard website imo.

Q: Is MSFT at a good entry point for a long term position?

Q: Hello 5i
elf is down 25% from recent highs. Would you consider this a good entry point?
Thank you
Dave

Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf

Thank you

Q: Hello Peter,
From an earlier question on VFV in terms of foreign taxes, it looks like there is a double taxation as VFV invests in US ETF not directly in US stocks.. I would think i am better off with xsp excepts the etf hedges. Would i better off just investing in SPY or is there another ETF that is like VFV but invests directly in US stocks.. Thanks very much

Q: Crown Castle inc has gone lower recently.What is your opinions for the stock ?Is it a hold, buy or sell ?
Thank you !

Q: Hi 5I,

Can I please get your thoughts/analysis on XPO Logistics.

Thank You

Q: Hi Peter, do you see and opportunites in the Auto space ? Anyone currently looking to purchase new may steer away from the big 3; Thank you.

Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.

Q: Hi 5i,

I found the Q&A about Envista this morning very interesting. With the Veralto spinoff that is happening with DHR, do you think that Veralto will have the same low/no growth issues? I think DHR is trying to do the same again by keeping the higher growth assets and spinning off the lower growth ones. Would you hang on the the new shares when received or would you sell and maybe put back into DHR instead? TIA!


Wayne

Q: Hi Peter,
What’s your view of VST and HUBB for a 2-3 years hold? Do these two companies have strong fundamentals, underlying health of their operations, their long-term growth prospects, and ability to generate profit regardless of the economy and inflation? Would you consider them over valuated at this point? What is a good entry price for these two stocks? Thanks.

Q: There have been a number of questions recently asking how to construct the best etf portfolio. I thought you did an amazing job in answering these. I had a couple of questions, though, to which I like your response.

You recommend SPY. I believe you also answered QQQ in some place. Would one need QQQ if one already owned SPY? I am speaking here as an average retired investor willing to take a little risk. The concern is that the top ten holdings of the two funds is quite similar. The other concern relates to thèse top ten holdings. A lot of both funds is invested in high flying technology stocks. You often mention that the danger in investing in a Canadian index fund is that they are heavily weighted to three industry sectors. Wouldn’t the same fear hold true for SPY? And if so, would a good work around be a combination of a market weighted fund, such as RSP and an appropriate balance of SPY and QQQ?
Thanks

Q: MONDELEZ OR KENVUE WHICH ONE WOULD YOU TAKE FOR THE PRESENT AND FUTURE? ALSO, THE REASONS FOR PICKING THE ONE YOU DID?

Q: Hi 5i, an article in Globe today screening for Companies outperforming S&P500,
as well as financial strength in regard to profitability, robustness of balance sheet,
and earnings quality, identified Southern Copper Corp (SCCO-N) as their #1 rank.

Could you please give me your opinion of SCCO, and whether you agree with the
opinions of the screeners.

Thanks for your support.
Terence

Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!